Job Description

Position Number

P03656

Division

University Advancement - ADV

Department

Foundation & University Advancement's Office

FLSA

Exempt

Salary Grade

208

Salary Classification

Admin/Professional

Annual Salary Range

$36,164 - $49,540

Hourly Salary Range

Employment Status

Full Time 12 Mos Regular

General Description

The purpose of this position is to oversee financial operations, scholarship recordkeeping, and other clerical duties that support the University of Montevallo Foundation.

Essential Job Duties

Manages all accounts payable items for the University of Montevallo Foundation, including processing reimbursement requests and invoices, along with running checks/wires/other payments to vendors and the University.

Maintains general ledger (G/L), including posting journal entries, making necessary adjustments, reconciliation of G/L account balances, and assists with month-end and year-end closings. Prepares financial statements for review by the Executive Director, UM accounting team member and the Foundation board.

Carries out various banking functions for the Foundation, upon direction of the Executive Director. Prepares reconciliations of all bank and investment statements; posts monthly activity to ensure bank account balances are reflected in the general ledger.

Responds to requests for information and provides routine revenue/expenditure reports, including endowment ones to donors as directed.

Assists in preparing budget reports for Foundation and grant programs.

Creates new project accounts for the Foundation and ensures proper documentation is filed.

Works with the Executive Director to keep up Foundation scholarship records accurately and appropriately and distribute needed reports. This includes electronic and paper files related to scholarships, as well as information entered into both Raiser's Edge (the Foundation's donor database) and Financial Edge regarding utilization and donor correspondence.

Helps maintain compliance records, reporting calendars, and archives of submitted reports.

Helps maintain financial policies and procedures by following established internal control practices.

Scans all checks and other documents needed to be recorded and uploaded to Financial Edge, updates and maintains vendor information (including W-9s) in the system and carries out other tasks related to the financial database.

Assists with preparing documentation for annual audits and supporting materials for Form 990.

Periodically support other clerical tasks in the Foundation office, including but not limited to getting the mail, hand delivering checks, depositing donations/income, printing and compiling donor proposals or endowment reports for fellow team members, and ordering office supplies.

Works with the Foundation team as needed to support donor cultivation events and Foundation Board meetings.

Additional Duties

Essential Job Duties are intended to be examples of duties and are not intended to be all-inclusive. There will be other duties as assigned. The individual holding this position will serve as a representative of the University and, as such, shall promote a positive impression by demonstrating a collegial and professional customer-service approach at all times.

Knowledge, Skills and Abilities

Some experience with accounts receivable tasks and financial reporting; Knowledge of basic office policies and procedures; Customer service skills, competent math skills, and above-average grammar skills; Ability to communicate effectively orally and in writing; Knowledge and understanding of accounting principles; Ability to design, analyze, and prepare financial reports; Knowledge of integration of financial software programs; Knowledge of and experience working with fund accounting; Experience with accounting software programs, both the general ledger and accounts payable (preferably Financial Edge software)

Education and Experience

The educational requirement for this position is: Bachelor's degree;

Business, Finance or Nonprofit Management/related areas preferred

Education substituted for experience? No



This position requires: 2 years of related experience.

Experience substituted for education? No

Licenses, Certification or Registrations

Certifications, licenses, professional designations, or other qualifications required for this position include:

None

Environmental Working Conditions

Indoor

Travel Requirements

Number of Vacancies

Desired Start Date

Physical Requirements

The physical activities required for this position involve:



Standing: None of the time; walking: Under 1/3 of the time; sitting: Up to 2/3 of the time; using hands: Over 2/3 of the time; reaching with hands and arms: Over 2/3 of the time; stooping, kneeling, crouching, or crawling: Under 1/3 of the time; talking or hearing: Over 2/3 of the time.



This position requires lifting:



Up to 10 pounds: Under 1/3 of the time; up to 25 pounds: Up to 2/3 of the time; up to 50 pounds: Under 1/3 of the time; up to 100 pounds: Under 1/3 of the time; and, more than 100 pounds: Under 1/3 of the time.



This position has the following special vision requirements:



No special vision requirements.

Open Date

10/23/2025

Close Date

Open Until Filled

Yes

Special Instructions to Applicants

Additional Statement

The University of Montevallo does not discriminate against job applicants based on their national origin or citizenship or immigration status. Because of the costs associated with visa sponsorship/transfer, the University typically will not sponsor applicants for a work visa or transfer of an existing visa. No commitment for visa assistance and/or sponsorship can be made until a thorough search is conducted, including a proper and methodical review of all applicants.

EEO Statement

UM is an Equal Opportunity Institution

Quick Link

https://jobs.montevallo.edu/postings/10121